Mid-cap stocks are often overlooked. Larger firms are familiar to most investors, while smaller stocks get attention from academic researchers who point out the benefits of owning small caps. The ...
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4 Mid-Cap Value Mutual Funds for Long-Term Gains
Major U.S. indexes, such as the Nasdaq Composite, the Dow Jones Industrial Average and the S&P 500, have gained 12.48%, 4.02% and 6.5% so far this year. Investors have adopted a cautious optimism due ...
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued ...
Value investing is a time-tested strategy, while mid-cap stocks can help add diversification to a stock portfolio. For investors looking to combine these two qualities, we’ve highlighted funds with ...
We follow a disciplined, value-driven process, seeking quality mid-cap stocks trading below intrinsic value with strong management and solid balance sheets. The Fund outperformed its benchmark in Q1 ...
Over the last 12 months, mid-cap growth funds have returned 10.94%. On an annualized rate, mid-cap growth funds have returned 9.20% over the last three years and 8.62% over the last five. That ...
Nippon India Small Cap, Edelweiss Mid Cap and Invesco India Mid Cap — have delivered over 20% CAGR across 3, 5 and 10 years.
The Invesco S&P MidCap Value with Momentum ETF offers deep value exposure with a momentum overlay, focusing heavily on financial services. XMVM trades at a steep 36.9% P/E discount to the S&P MidCap ...
The United States financial markets remain robust, characterized by strong growth. However, signs of a cooling labor market, persistent inflationary pressures, and political instability are causes for ...
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued ...
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